Client Manager Associate, Select Market

Guardian Life Insurance•Plano, TX

1d•Hybrid

About The Position

The Client Manager Associate, Select Market will assume overall responsibility for assisting Sales Representatives in the renewal process as well as recognizing opportunities to add additional lines of coverage to existing business. This position requires the individual to be an ambassador to the business and always use best practices. The Client Manager Associate is directly and/or indirectly accountable for activities associated with plan retention and Add Issue sales including, but not limited to, generating plan options and quotes for additional lines of coverage. The individual will proactively mine for Add Issue opportunities, as well as handle incoming renewal requests. A successful candidate demonstrates strong customer service acumen, strong consulting/negotiation skills, deep product knowledge with a high degree of operational effectiveness.

Requirements

3+ years industry experience preferably in a sales environment
Demonstrated success in servicing Producer/Assistants/Customers
Excellent communication skills
Excellent customer service soft skills
Strong consultative, negotiation, persuasion and influencing skills – sales orientation
Ability to build and maintain collaborative working relationships at all levels
Strong attention to detail
Planning and organizational skills
Strong mathematical aptitude/analytical skills
Ability to adapt to change
Ability to work independently
Goal Oriented – meets Add Issue/persistency goals, etc.
Computer proficiency in Microsoft Access, Excel, Word and PowerPoint, Salesforce, CPS, Panorama
Ability to represent Guardian in a professional manner
Solid knowledge of group insurance, products, contracts, and services
Knowledge of underwriting principles and practices
Must be legally authorized to work in the United States, without the need for employer sponsorship.

Nice To Haves

College degree preferred

Responsibilities

Provide renewal rate relief for the Select Market segment through negotiations with underwriting and generating plan options
Proactively identify Add Issue opportunities for the Select market segment by generating reports and other strategies developed in collaboration with Sales Representatives.
Follow up with producers and assistants regarding Renewal/Add Issue status; engage Sales Representatives as needed to help close the sale
Review Experience Reports with Sales Representatives for the Select Market; Package/deliver appropriate reports based on Sales Representative’s authorization; Understand, interpret, and clearly communicate renewal rates, options, and add issue quotes to the Producer/Assistant
Deliver renewals to the Producer/Assistant/Planholder via email or mail for the Select market segment
Serve as Subject Matter Expert on various Guardian systems (Salesforce, CPS, Panorama, etc.) capabilities, products, and workflow procedures
Must achieve required industry licensing within 90 days of date of hire and maintain license through completing Continuing Education requirements